Estate Planning

Our estate planning services enable clients of Lyons | Sullivan to take control and achieve their goals regarding the disposition of their property while alive and at death in a tax effective manner. We also counsel clients to provide for alternate decision-making in financial and health care matters in the event of legal disability without an expensive and intrusive guardianship proceeding. This can involve the following services:

Designing, preparing and implementing dispositive documents such as wills, trusts and community property agreements.

Providing strategies to minimize potential federal and state gift and estate tax liabilities.

Designing plans to accomplish charitable objectives.

Providing for alternate decision making in the event of a legal disability through durable powers of attorney for health care and financial decisions, along with health care directives and mental health care directives.